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Counterpoint Tactical Equity Fund (CPIEX) belongs to the Long-Short category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CPIEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to CPIEX

CPIEX charges 1.75% annually. There are 29 mutual funds in the Long-Short category with lower expense ratios, going as low as 0.01%.


Best Risk-Adjusted Alternatives to CPIEX

CPIEX has a PortfoliosLab risk / return rank of 44. There are 20 mutual funds in the Long-Short category with higher risk-adjusted ranks, going as high as 97.


Top Performing CPIEX Alternatives (YTD)

CPIEX is at 9.33% YTD. There are 13 mutual funds in the Long-Short category with higher YTD returns, going as high as 18.98%.


Lowest Volatility Alternatives to CPIEX

CPIEX has 12.30% 1-year volatility. There are 34 mutual funds in the Long-Short category with lower 1-year volatility, going as low as 5.34%.


Lowest Drawdown Alternatives to CPIEX

CPIEX has a 1-year max drawdown of -7.14%. There are 26 mutual funds in the Long-Short category with shallower 1-year drawdowns, going as shallow as -2.82%.


Other Mutual Funds from Counterpoint Mutual Funds

The 2 most viewed Counterpoint Mutual Funds mutual funds shown here include CPITX, TMNIX and span 2 categories.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Counterpoint Tactical Income FundNontraditional Bonds
29
-0.26%
Dec 2014CPIEX vs CPITX
Counterpoint Tactical Municipal FundHigh Yield Muni
79
1.82%
Jun 2018CPIEX vs TMNIX

Often Compared With CPIEX

Investors most often compare CPIEX with QMNNX, SPY, MMTM. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
AQR Equity Market Neutral Fund Class NEquity Market Neutral
7
-8.20%
Oct 2014CPIEX vs QMNNX
State Street SPDR S&P 500 ETFS&P 500
65
10.67%
783.21BJan 1993CPIEX vs SPY
SPDR S&P 1500 Momentum Tilt ETFMomentum, Large Cap Growth Equities
35
4.87%
163.90MOct 2012CPIEX vs MMTM
Vanguard S&P 500 ETFS&P 500
66
10.72%
1.70TSep 2010CPIEX vs VOO
Berkshire Hathaway Inc.
53
-1.90%
CPIEX vs BRK-B
Fidelity Capital & Income FundHigh Yield Bonds
84
7.17%
Nov 1977CPIEX vs FAGIX
T. Rowe Price Blue Chip Growth FundLarge Cap Growth Equities
11
2.13%
Jun 1993CPIEX vs TRBCX
iMGP DBi Managed Futures Strategy ETFSystematic Trend
86
11.04%
1.89BMay 2019CPIEX vs DBMF
Vanguard FTSE All-World ex-US ETFForeign Large Cap Equities
58
12.47%
94.40BMar 2007CPIEX vs VEU
iShares 0-3 Month Treasury Bond ETFUltrashort Bond
100
1.95%
97.69BMay 2020CPIEX vs SGOV
AQR Trend Total Return Fund Class ISystematic Trend
93
14.37%
Dec 2021CPIEX vs QNZIX
Adamas Trust, Inc.
2.83%
CPIEX vs ADAMH
Hedgeye Capital Allocation ETFGlobal Allocation
26
-1.19%
94.32MJun 2025CPIEX vs HECA
Unlimited HFGM Global Macro ETFMacro Trading
37
6.10%
67.93MApr 2025CPIEX vs HFGM
Invesco S&P 500 Momentum ETFMomentum, S&P 500
51
22.29%
22.01BOct 2015CPIEX vs SPMO
Barclays ETN+ Select MLP ETNMLPs
65
25.34%
656.72MMar 2013CPIEX vs ATMP
Militia Long/Short Equity ETFLong-Short
68
8.15%
138.61MJan 2025CPIEX vs ORR
AQR Managed Futures Strategy HV FundSystematic Trend
84
12.59%
Jul 2013CPIEX vs QMHIX
WisdomTree Efficient Gold Plus Equity Strategy Fun...Gold, Precious Metals
34
-1.44%
446.44MMar 2022CPIEX vs GDE
AQR Long-Short Equity Fund Class NLong-Short, Actively Managed
65
-1.31%
Jul 2013CPIEX vs QLENX

Compare CPIEX with Any Fund or Stock

Compare CPIEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair CPIEX with funds that move differently

Counterpoint Tactical Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CPIEX.

Explore CPIEX Diversifiers